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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

469 hedge funds and large institutions have $4.01B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+24
Holders Change %
+5.39%
% of All Funds
10.17%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.54%
New
65
Increased
149
Reduced
155
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$45.9M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$37.8M
3
LPL Financial
LPL Financial
California
+$26.6M
4
NFG
Noven Financial Group
Colorado
+$23.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$21.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.6M
2
WIA
World Investment Advisors
California
-$17.1M
3
LI
LVZ Inc
Michigan
-$11.9M
4
Wells Fargo
Wells Fargo
California
-$8.69M
5
Morgan Stanley
Morgan Stanley
New York
-$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
Mission Wealth Management
California
$695K -$1.1K -14 -0.2%
BFA
227
Bragg Financial Advisors
North Carolina
$692K +$9.42K +120 +1%
Brown Advisory
228
Brown Advisory
Maryland
$691K +$213K +2,720 +45%
CCM
229
Coldstream Capital Management
Washington
$685K -$19.2K -244 -3%
PP
230
Pegasus Partners
Wisconsin
$673K +$673K +8,574 New
CWM
231
Cornerstone Wealth Management
Missouri
$642K +$161K +1,666 +34%
SBH
232
Segall Bryant & Hamill
Illinois
$632K – – –
AC
233
Alexandria Capital
Virginia
$629K +$157 +2 +0%
LWAC
234
Laurel Wealth Advisors (California)
California
$625K -$8.17K -104 -1%
H
235
HoyleCohen
California
$613K +$145K +1,854 +31%
IB
236
Intrust Bank
Kansas
$606K – – –
FCI
237
Financial Counselors Inc
Kansas
$604K +$63.6K +810 +12%
BSW
238
Buckingham Strategic Wealth
Missouri
$596K +$59K +752 +11%
GAM
239
Griffin Asset Management
New York
$591K +$7.07K +90 +1%
CAM
240
Covenant Asset Management
New Jersey
$589K -$132K -1,676 -18%
APW
241
Acima Private Wealth
Virginia
$587K +$275K +3,502 +88%
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$576K -$56.8K -724 -9%
TIM
243
Thompson Investment Management
Wisconsin
$573K +$129K +1,640 +29%
HJA
244
Hugh Johnson Advisors
New York
$570K -$7.85K -100 -1%
CA
245
Cambridge Advisors
Nebraska
$567K – – –
LHC
246
Little House Capital
Massachusetts
$562K -$110K -1,400 -16%
TNB
247
Thomasville National Bank
Georgia
$561K – – –
RMCM
248
Reynders McVeigh Capital Management
Massachusetts
$557K +$557K +7,100 New
PCMC
249
Private Capital Management (Colorado)
Colorado
$551K +$45.5K +580 +9%
GTAM
250
Global Trust Asset Management
Florida
$542K – – –
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